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Invesco FTSE RAFI US 1500 Small-Mid ETF
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Overview Fund Activity

254 hedge funds and large institutions have $1.64B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 76 increasing their positions, 79 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+2
Holders Change %
+0.79%
% of All Funds
3.68%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
29
Increased
76
Reduced
79
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$16M
2
FFA
2
First Foundation Advisors
California
$33.2M
3
RIA
3
Regal Investment Advisors
Michigan
$4.94M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$46M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$4.33M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$46.7M
2
CSIA
2
Charles Schwab Investment Advisory
California
$800M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.36M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$17.4M
5
SFS
5
Solitude Financial Services
Virginia
$339K
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
126
Financial Alternatives
California
$359K – – –
SCA
127
Snowden Capital Advisors
New York
$357K -$16.1K -410 -4%
SWM
128
Spire Wealth Management
Virginia
$347K +$393 +10 +0.1%
NA
129
Nottingham Advisors
New York
$344K – – –
LFG
130
Larson Financial Group
Missouri
$342K +$29.3K +747 +9%
SFS
131
Solitude Financial Services
Virginia
$339K -$3.17M -80,826 -90%
HC
132
Hoese & Co
Minnesota
$337K – – –
EWM
133
Empirical Wealth Management
Washington
$337K -$228K -5,810 -40%
CMS
134
Capital Market Strategies
Florida
$334K -$10.4K -265 -3%
Stifel Financial
135
Stifel Financial
Missouri
$333K -$44K -1,121 -12%
PCMC
136
Private Capital Management (Colorado)
Colorado
$320K -$99.4K -2,530 -24%
TRCT
137
Tower Research Capital (TRC)
New York
$315K +$283K +7,200 +865%
CCA
138
Cobblestone Capital Advisors
New York
$311K – – –
MML Investors Services
139
MML Investors Services
Massachusetts
$310K -$863 -22 -0.3%
TFP
140
Traction Financial Partners
Wyoming
$305K -$83.9K -2,164 -22%
LNWWM
141
Laird Norton Wetherby Wealth Management
California
$302K -$5.11K -130 -2%
AC
142
Abbrea Capital
California
$301K – – –
VFA
143
Valeo Financial Advisors
Indiana
$298K +$6.44K +172 +2%
Comerica Bank
144
Comerica Bank
Texas
$298K -$28.6K -727 -9%
MCM
145
MAI Capital Management
Ohio
$297K +$49.1K +1,249 +20%
EFA
146
Efficient Frontier Advisors
Connecticut
$294K +$655 +17 +0.2%
Wealthfront Advisers
147
Wealthfront Advisers
California
$294K +$23.5K +597 +9%
TFS
148
Thoroughbred Financial Services
Tennessee
$291K – – –
Empower Advisory Group
149
Empower Advisory Group
Colorado
$291K -$6.99K -178 -2%
CW
150
Connectus Wealth
Ohio
$285K – – –
4 5
6
7 8